Owner: Process Consultant Philippe · Department: consulting

Process: Discovery Engagement

Process Flow

graph TD
  S0["Trigger"]
  S1["Steps"]
  S0 --> S1
  S2["1. Engagement Kickoff"]
  S1 --> S2
  S3["2. Discovery & As-Is Analysis"]
  S2 --> S3
  S4["3. Gap Identification & Opportunity Asse"]
  S3 --> S4
  S5["4. Solution Design"]
  S4 --> S5
  S6["5. Report & Handoff"]
  S5 --> S6
  S7["Outputs"]
  S6 --> S7
  S8["Billing"]
  S7 --> S8

Process: Discovery Engagement

Owner: Process Consultant (Philippe) Type: End-to-end consulting engagement lifecycle

Trigger

Camille (Client Intake) identifies a client engagement where the need is unclear or complex — the client has a process they want improved but no clear specification for what to build.

Steps

1. Engagement Kickoff

  • Receive handoff from Camille with client context and initial notes
  • Review any existing client documentation in input/
  • Create engagement folder: departments/consulting/requests/REQ-CONS-{NNN}-{slug}/
  • Create request.md with YAML frontmatter:
---
id: CON-0001-stm-mandate-process
title: "STM Mandate Process Improvement"
requestor: Camille (Client Intake)
assignee: Philippe (Process Consultant)
participants: []
client: STM
status: in-progress
billing: bundled          # bundled | standalone | pro-bono
created: 2026-03-24
completed:
impacts: []
references: []            # e.g., REQ-EXEC-009 (prior context)
---

2. Discovery & As-Is Analysis

  • Review client-provided documentation (process docs, system screenshots, org charts)
  • Agent: extract process flows, identify actors, map dependencies
  • Prepare clarifying questions for client workshop/interview
  • Human: conduct client workshop or interview to fill gaps
  • Document findings in process/ folder

3. Gap Identification & Opportunity Assessment

  • Agent: analyze as-is process for pain points, bottlenecks, inefficiencies
  • Score improvement opportunities by impact and feasibility
  • Identify where AI/automation fits and where it doesn't
  • Document in process/opportunity-assessment.md

4. Solution Design

  • Co-design proposed solution with client (human-led)
  • Agent: draft recommendation and scope estimate
  • Determine if solution requires a digital talent (→ WO) or non-AI improvement
  • Document in process/solution-design.md

5. Report & Handoff

  • Agent: generate Process Analysis Report from process/ artifacts → output/
  • Human: review and finalize report
  • If WO recommended: draft WO in output/wo-draft.md, notify Camille (N-043)
  • Notify CEO of outcome (N-044 or N-045)
  • Set request.md status to completed

Outputs

  • Process Analysis Report (interactive HTML) in output/
  • WO Draft (if applicable) in output/
  • Complete audit trail in process/

Billing

The billing field in request.md frontmatter determines the commercial model:

  • bundled — included as pre-sales for the client relationship
  • standalone — billed as a separate consulting engagement
  • pro-bono — provided at no cost (strategic/relationship reasons)